Experience

Blue Vault

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Analyst

  • Jul 2017 - Present

  Complete quarterly financial reports and analysis on Nontraded REITs, Nontraded BDCs, Interval Funds, and Tender Offer Funds. Review publications covering alternative investments to identify new industry trends and developments. Assist in the gathering and analysis for special reports relating to the alternative investment industry. Prepare articles and blog posts for posting to the Company website. Complete quarterly financial reports and analysis on Nontraded REITs, Nontraded BDCs, Interval Funds, and Tender Offer Funds. Review publications covering alternative investments to identify new industry trends and developments. Assist in the gathering and analysis for special reports relating to the alternative investment industry. Prepare articles and blog posts for posting to the Company website.



Regions Bank

• United States
• Banking
• 700 & Above Employee

• Relationship Manager

  • Jan 2016 - Jul 2017

  Responsible for building and maintaining C&I client relationships with revenues ranging from $10 million to $35 million. Worked with the relationship team and business partners to ensure quality account support along with the development of sales proposals. Expanded relationships with current customers through in-depth, needs-based conversations.

• Commercial Underwriter

  • Mar 2013 - Jan 2016

  Performed analysis and organized data with the support of commercial bankers. Concluded the credit worthiness of potential customers by reviewing corporate balance sheets, income statements, and cash flow statements. Provided ongoing monitoring of the financial statements of customers to ensure customers remain compliant with loan agreements. Monitored credit exposure and performance of clients in order to facilitate proactive management of risk.



MainSource Bank

• United States
• Banking
• 100 - 200 Employee

• Commercial Banking Officer

  • Mar 2012 - Mar 2013

  Responsible for building and managing a commercial banking client portfolio with relationship exposures up to $1 million. Worked to optimize the penetration of the complete product line offered by the bank. Worked closely with banking administration and management to ensure appropriate and accurate documentation and data from clients.

• Commercial Credit Analyst

  • Aug 2010 - Mar 2012

  Worked to support commercial bankers by analyzing and organizing data in accurate and concise formats. Determined credit worthiness by reviewing corporate and individual balance sheets and income statements. Provided ongoing monitoring of financial conditions of customers and maintained good working relations with numerous commercial bankers.